Keep contract documents easy to revisit
A recurring document scan can bring relevant contract files back to your attention without another manual search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Contracts can be easy to lose in a mixed document list, especially when a follow-up depends on remembering to search again.
- Review Docsumo's document list on a recurring schedule.
- Surface contract-related files using criteria you provide.
- Keep recurring document follow-up on a predictable cadence.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis to review Docsumo's document list for contracts and summarize matching files using your criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the results are relevant to your contract review.
Questions about this workflow
Does this extract terms or obligations from contracts?
No. The action lists documents. It can surface matching files from returned data, but contract analysis is not among the listed actions.
Can the review focus on files from a specific date range?
The document list action supports filtering by creation date when available. Describe the date range in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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